Comments and @mentions on records

Every candidate, contact, company and job has a Discussion: a thread where your team talks about the record, kept next to it instead of in chat or email. Mention a teammate with @ and they're notified.

Open the Discussion

On a record page, select the Discussion button (the speech bubble, with a count of comments) in the page header, or Details › at the end of the record's tabs and then the Discussion tab. The panel opens over the right edge of the page; close it with Close panel, Esc, or the same button again. On a smaller screen, use the Discussion button in the bar at the bottom.

Post a comment

1. Type in Add comment…. Press Enter to post, or Shift+Enter for a new line.
2. To bring someone in, type @ and pick a teammate (or use Mention someone).
3. To answer a comment, choose Reply on it and write in Reply….

A comment can be up to 4,000 characters. Copy link to comment gives you a link straight to it.

Edit or delete

Open More actions (⋯) on your comment and choose Edit or Delete. Edited comments show (edited); only the author can edit. A deleted comment leaves a line saying who deleted it, and if it mentioned someone who hadn't read it yet, their notification is withdrawn.

Owners and admins can also delete other people's comments (Delete (admin)), depending on the workspace setting below.

What a mention does

• The person gets [name] mentioned you in Notifications, under the Discussion filter.
• They also get an email, unless they've turned it off under Settings → Notifications → Mentions and replies (Right away or Off).
• Replies in a thread you're part of notify you the same way.

To stop hearing about a busy record, open Discussion options in the panel and choose Mute this discussion. Mentions of you still reach you.

Mentions in notes

Type @ in a note to tell a teammate about it. The people you mention are listed under the note and notified when you close it. The record's Discussion shows the mention with Open note. See Working with notes.

Catch up quickly

On a long thread, select Summarise discussion at the top of the panel for an AI summary of what's been said.

Workspace settings

Owners and admins set the rules under Settings → General, in the Discussion section:

• Delete anyone's comment: Owners and admins or Owners only. Authors can always edit and delete their own.
• Comment text in emails: Include quotes the comment in notification emails; Leave out names only the teammate and the kind of record.
• Comments on candidates / contacts / companies / jobs: turn the Discussion on or off for each record type.

Automations can post a comment too, with the Post a comment block. See Create, test and publish an automation.